Legacy Coach

​

Legacy Coach

What’s a Legacy Coach and Why Do You Need One? According to Westmont Magazine, 

 

 

Legacy: Something handed down from an ancestor or predecessor, money or property bequeathed to someone by will.

 

Coach: A person who gives private instruction, as in singing or acting.

 

What is a legacy coach?

 

A legacy coach provides private consultation in preparing and implementing personal or family legacies that best reflect your desires and values. Our legacy coaches simplify and demystify Generational Wealth Planning.

Too often people don’t plan ahead because they expect the process to be complex, difficult, time consuming and expensive.

Making sense of tax laws and legal documents can seem daunting — and not all estate planning professionals do a good job of explaining the details. Action 1 Counseling Inc. legacy coaches remove all these barriers and help people accomplish their family legacy objectives through Trust Training, Tax Elimination and Real Estate.

​

A legacy plan is the end result of legacy coaching and includes a checklist of the most appropriate alternatives available to accomplish your objectives based upon the outcomes you wish to achieve through your personal legacy for future generations.